Qif Category applied on upload rather than default

george's Avatar


24 Feb, 2018 12:30 PM

When importing a load of transactions from an older program (e.g. MS Money) it would be beneficial to have an option to retain the category on the qif file rather than using the default category for the account.

Otherwise with a large history import, the transactions all need to be re-classified.

N.B. The categories are identified in the import and added to the list.
N.B. I didn't see an option to not apply a default category on the account setup.

  1. 1 Posted by derekkent23 on 24 Feb, 2018 02:07 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    I move from MS Money some time ago and fond that provided I ticked "From Another Program" During import all my categories imported correctly.

  2. System closed this discussion on 26 May, 2018 02:10 PM.

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